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Jeter's Next Big Swing

"I don't miss playings," says the retired Yankee, as the press-shy captain leads website The Players' Tribune, where DeAndre Jordan and Tiger Woods break news (sorry, ESPN) and backers are betting on a media home run

"Despite our best attempts to analyze their cost drivers, we are concerned that the first quarter's $43 million increase in national network programming expenses remains inexplicable," he wrote in a report. "We worry that the continued shift of AMC networks’ schedules from licensed to owned originals will pressure cash flow conversion as upfront program investments cycle through and hits becomes increasingly harder to come by."

Added Nathanson: "Given the looming ramp in original scripted hours and the company’s unwillingness to provide greater cost detail, we have limited confidence that 2014 national network margins will improve...We fear that any future failures, especially on lower-rated WeTV and Sundance Channels, will lead to writedowns."

‎Nathanson also cited difficult earnings comparisons due to such hit shows as Breaking Bad. "As so often happens in Hollywood, success breeds imitation…and tough compares," he wrote.